See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,581 | $165,984-54.5% | $164,813-54.1% | $145,922-48.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.40% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $15,602 | $5,273+195.9% | $4,341+259.4% | $4,660+234.8% |
| Participant deferral / active EE | $15,700 | $6,959+125.6% | $6,031+160.3% | $6,688+134.8% |
| Admin fee / account holder | $558 | $16,648-96.6% | $12,690-95.6% | $13,397-95.8% |